Latest Expert Opinions

Signal
Opinion
Expert
COMMENT
COMMENT
December 28, 2016

He is a value investor, not a gold investor. Gold is an emotional commodity. When people are expecting things to be not good, they go into gold. When the US$ is weak, commodities do better, especially gold, but the US$ has been on a tear, which can’t be good for gold.

Goldcorp Inc (G-T)
December 28, 2016

He is a value investor, not a gold investor. Gold is an emotional commodity. When people are expecting things to be not good, they go into gold. When the US$ is weak, commodities do better, especially gold, but the US$ has been on a tear, which can’t be good for gold.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$17.850
Owned
No
HOLD
HOLD
December 28, 2016

A Canadian/International growth story in convenience stores and gas stations. He likes that they are changing all of their brands, except in Québec, to Circle K. Smart management.

A Canadian/International growth story in convenience stores and gas stations. He likes that they are changing all of their brands, except in Québec, to Circle K. Smart management.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$61.290
Owned
No
COMMENT
COMMENT
December 28, 2016

(He owns some of their preferreds.) If he didn’t already own Suncor (SU-T), this might be one worth looking at. They have good assets, and he likes the refining business, which is going to work well for this company. Thinks they may bring their dividend back.

Husky Energy (HSE-T)
December 28, 2016

(He owns some of their preferreds.) If he didn’t already own Suncor (SU-T), this might be one worth looking at. They have good assets, and he likes the refining business, which is going to work well for this company. Thinks they may bring their dividend back.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$16.330
Owned
Yes
COMMENT
COMMENT
December 28, 2016

An industrial name that has benefited a lot since the Trump election, because it is mostly an industrial type company. He likes that it is not as financial as it used to be. They are buying some good assets. Has a decent yield.

General Electric (GE-N)
December 28, 2016

An industrial name that has benefited a lot since the Trump election, because it is mostly an industrial type company. He likes that it is not as financial as it used to be. They are buying some good assets. Has a decent yield.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$31.700
Owned
Yes
COMMENT
COMMENT
December 28, 2016

Feels this is yesterday’s stock, and he prefers owning tomorrow’s stocks. Since Steve Jobs died, innovation is not what it used to be. It is more in upgrading rather than new products, other than the watch. He is not a fan.

Apple (AAPL-Q)
December 28, 2016

Feels this is yesterday’s stock, and he prefers owning tomorrow’s stocks. Since Steve Jobs died, innovation is not what it used to be. It is more in upgrading rather than new products, other than the watch. He is not a fan.

Norman Levine
Managing Director, Portfolio Management Corp
Price
$116.760
Owned
No
TOP PICK
TOP PICK
December 28, 2016

He likes natural gas better than oil, and this one is largely natural gas. It recently sold its Saskatchewan oil properties, so it is now about 72% natural gas. He likes that most of their natural gases are in BC in the Montney, which is a great area to be in. Low cost producers. Really good management. Dividend yield of 2.6%. (Analysts’ price target is $27.30.)

Arc Resources Ltd (ARX-T)
December 28, 2016

He likes natural gas better than oil, and this one is largely natural gas. It recently sold its Saskatchewan oil properties, so it is now about 72% natural gas. He likes that most of their natural gases are in BC in the Montney, which is a great area to be in. Low cost producers. Really good management. Dividend yield of 2.6%. (Analysts’ price target is $27.30.)

Norman Levine
Managing Director, Portfolio Management Corp
Price
$23.110
Owned
Yes
TOP PICK
TOP PICK
December 28, 2016

Has just got back into the stock after being away for several years. It is the largest generic company globally. He likes buying pharmaceutical stocks when they are out of favour. This has a drug called COPAXON for multiple sclerosis, which is just coming off patent. Acquired Allergan’s generic business, and the integration has had a few rocky times. Looking forward, the valuation is as cheap as it has been in a very long time. Dividend yield of 3.79%. (Analysts’ price target is $52.48.)

Has just got back into the stock after being away for several years. It is the largest generic company globally. He likes buying pharmaceutical stocks when they are out of favour. This has a drug called COPAXON for multiple sclerosis, which is just coming off patent. Acquired Allergan’s generic business, and the integration has had a few rocky times. Looking forward, the valuation is as cheap as it has been in a very long time. Dividend yield of 3.79%. (Analysts’ price target is $52.48.)

Norman Levine
Managing Director, Portfolio Management Corp
Price
$35.930
Owned
Yes